Wealth Management After a Liquidity Event
The money is in the bank. That was the easy part.
The business used to answer the question of where income comes from. Now the portfolio has to create that income.
Sound familiar?
01
Your proceeds are sitting in whatever allocation the firm that handled the transaction chose.
02
Nobody has modeled what your annual spending does to the portfolio over thirty years.
03
Nobody has shown you what happens if a 2008 lands in year two.
04
You're asking the question nobody has answered: are we actually going to be okay?
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